Darius McDermott: Is it too early to get back into bonds?
‘We think building a position in 10-year US treasuries is now a serious consideration’ says one portfolio manager
Author: Darius McDermott, managing director, FundCalibre
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Darius McDermott: Is there any hope for corporate bonds?
Investors pulled nearly £800m from the sector in Q1 2022
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Darius McDermott: How to play the value revival
‘Discrepancy between value and growth globally remains as extreme as it has ever been’
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Darius McDermott: Has big tech become the new safe haven?
Faangs were expensive going into the pandemic but showed significant resilience during the Covid sell-off
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Darius McDermott: Three reasons to invest in small caps
And six funds to consider
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Darius McDermott: Flexibility will be key in bond markets in 2022
Strategic bond managers looking like a safe bet amid Omicron and inflationary unknowns
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Darius McDermott: Are US equities a dangerous game?
‘I believe it only takes a small jolt to knock confidence from this point’
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Darius McDermott: Unpicking the uncertainties of Japan
Change is in the air once more with a general election on the horizon
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Darius McDermott: Making sense of UK real estate
The past 12 months has reinforced the view real estate still plays a fundamental part in a diversified portfolio
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Darius McDermott: Could the ultimate contrarian play finally pay-off?
There are several reasons to be optimistic on the banking sector
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Darius McDermott: Is policy failure at the Fed the biggest risk to markets?
‘Inflation is more stubborn/endemic in markets than perhaps we thought early on in 2021’
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Darius McDermott: Is it time for investors to go defensive?
‘Now is the time to be a little more cautious – balance and diversification are a must’
